Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,138 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,156
shares
|
$495,336
0.02% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
5,148
shares
|
$494,568
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
5,143
shares
|
$494,088
0.16% of portfolio
|
Q1 2025
Added 48.34%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
5,130
shares
|
$492,839
0.19% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,110
shares
|
$490,917
0.05% of portfolio
|
Q3 2023
Reduced 2.78%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
5,080
shares
|
$488,035
0.15% of portfolio
|
Q1 2025
Reduced 42.87%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
5,080
shares
|
$488,035
0.02% of portfolio
|
Q1 2025
Added 55.59%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
5,075
shares
|
$487,555
0.53% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
5,049
shares
|
$485,057
0.0% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
5,035
shares
|
$483,712
0.22% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,025
shares
|
$482,751
0.08% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
4,991
shares
|
$479,485
0.01% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,988
shares
|
$479,197
0.09% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,974
shares
|
$477,852
0.32% of portfolio
|
Q2 2022
Reduced 19.41%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,974
shares
|
$477,852
0.15% of portfolio
|
Q1 2025
Added 69.99%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,895
shares
|
$470,262
0.04% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
4,876
shares
|
$468,437
0.15% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,851
shares
|
$466,035
0.0% of portfolio
|
Q1 2025
Added 72.94%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
4,765
shares
|
$457,773
0.37% of portfolio
|
Q1 2025
Reduced 18.76%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,713
shares
|
$452,777
0.0% of portfolio
|
Q2 2023
Added 2.76%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
4,662
shares
|
$447,878
0.09% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
4,638
shares
|
$445,572
0.56% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,629
shares
|
$444,708
0.03% of portfolio
|
Q1 2025
Added 107.21%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
4,605
shares
|
$442,402
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,577
shares
|
$439,712
0.01% of portfolio
|
Q3 2024
Reduced 28.87%
|